How is Farm Bureau Different?
September 8, 2020
From the moment you become a Farm Bureau Wealth Management Advisor, you’ll receive the operational, technological and back-office support you need to provide the highest level of service to your clients. Our exclusive platform leads with financial planning and is based on what more than 500,000 current insurance clients want from a wealth advisor — in addition to giving Wealth Management Advisors the resources, support and tools they need to deliver. You’ll also enjoy the freedom and flexibility to work with your clients as you see fit, while having a unique opportunity to grow your business by partnering with local Farm Bureau agents to provide financial planning services within our existing client base.
Here are some of the unique ways Farm Bureau supports its wealth management advisors.
Built-in Lead Generation
We’re proud of the strong network of trusted client relationships we have established across our 14-state territory, which includes more than 1,700 agents working with 540,000 clients. When you partner with an agent, with these connections already established, the cross-sell opportunities for further growth are limitless.
Our in-house marketing teams provide a wide array of support, including a customizable advisor website and turnkey marketing programs and materials — from advertising to marketing collateral — so you can connect with your prospects and effectively grow your wealth management business.
Competitive Benefits and Compensation
We provide a competitive benefits package for you and your staff, including health, dental, vision, life insurance, 401(k) and more. You’ll also have the opportunity to qualify for incentive travel. And we’ll pay for your building lease and provide all the technology, equipment and furnishings you need. We also cover your licensing expenses, and our grid is highly competitive.
Through our formal relationship with RBC Clearing & Custody, you have access to the best tools and resources for the job. We’ve also built a robust support and transition team in the home office, which will help you spend more time with your clients and less time worrying about process.
We provide some of the most sought-after technology in the industry through our relationship with RBC CS, including Money Guide Pro, Riskalyze, CRM support and a suite of digital presentation tools.
Positive Workplace Culture
Farm Bureau is a thriving organization — and a family. If you ask people why they love working here, you’ll get all kinds of answers but, without question, at the top of the list is the people. We stand strong working together to help ensure our clients are protected.
“The teamwork here is phenomenal!” says Evan Bisson, Wealth Management Advisor from Omaha, Nebraska. “I am super impressed with the way everyone works together to take care of our clients. In a very competitive landscape agents/advisors support and cheer each other on!”
Interested in Joining Farm Bureau?
We are looking for experienced financial advisors for our fully furnished, stand-alone Farm Bureau Wealth Management offices. If you are interested, please connect with us.